Luke has 20 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in firms within each industry.
Luke is passionate about building long-term relationships with clients and takes great delight in helping clients achieve their financial goals.
Luke enjoys working with clients from all walks of life, although he has developed particular expertise in helping successful individuals and families protect, grow, and transition their wealth.
- Certified Financial Planner
- Graduate Diploma in Financial Planning
- Bachelor of Business Management (International Business & Marketing)
- Certificate IV in Finance / Mortgage Broking
- Listed Product Adviser Program Accreditation
- Margin Lending & Geared Investments Accreditation
- SMSF Accreditation
Luke has 20 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in firms within each industry.
Luke is passionate about building long-term relationships with clients and takes great delight in helping clients achieve their financial goals.
Luke enjoys working with clients from all walks of life, although he has developed particular expertise in helping successful individuals and families protect, grow, and transition their wealth.
- Certified Financial Planner
- Graduate Diploma in Financial Planning
- Bachelor of Business Management (International Business & Marketing)
- Certificate IV in Finance / Mortgage Broking
- Listed Product Adviser Program Accreditation
- Margin Lending & Geared Investments Accreditation
- SMSF Accreditation
We don’t just talk about financial advice to our clients, we also like to give them some ‘lifestyle’ tips to help make...
Posted by Aspiri Financial Services Pty Ltd on Sunday, 8 August 2021
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